Progressive Investment Management Corp

Q4 2025 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$417,945
Net value change ($000)
+6,390 (1.6%)
New positions
1
Sold out positions
1
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 7,498 28.6%
APH 3,133 35.9%
AVGO 2,819 21.0%
AAPL 2,197 5.7%
TT 1,650 28.8%
LRCX 1,508 26.9%
DHR 1,283 14.7%
GOOGL 1,218 24.3%
MCO 1,063 6.6%
TMO 993 18.4%
Top Reduces (Value $000, Stocks/ETFs)
VRSK -9,337 -100.0%
MSFT -3,121 -7.4%
FAST -2,295 -18.6%
NOW -1,655 -17.3%
ORCL -1,520 -31.1%
TYL -1,291 -13.7%
COST -1,212 -7.5%
ROP -942 -11.3%
CDNS -574 -11.5%
ADSK -378 -7.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type